Vontobel Holding’s Global X FinTech ETF FINX Stock Holding History

Vontobel Holding’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-678	Closed	-$33K	–	1107
2021 Q3	$33K	Hold	678	–	–	﹤0.01%	1138
2021 Q2	$32K	Buy	+678	New	+$31.1K	﹤0.01%	1119

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Vontobel Holding's FINX Position: Q4 2021 in Review

Vontobel Holding sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 678 shares — an estimated $33K sold.

Vontobel Holding first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Vontobel Holding reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
Vontobel Holding sold 678 Global X FinTech ETF shares in Q4 2021, an estimated $33K.
Vontobel Holding first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
Vontobel Holding's Global X FinTech ETF position peaked at $33K in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.